Sponsored

The Analysis of BetterWealth, LLC's Holdings & P&L

Currently, BetterWealth, LLC holds 85 types of securities in its portfolio with a total value $509.8M. In the most recent quarter, they have increased their positions in VBIL (+634.1K shares, valued at $48.0M), AAPL (+43.1K shares, valued at $10.9M), SHOP (+18.3K shares, valued at $2.2M); decreased their positions in ES (-6.0K shares, valued at $415.7K), DUHP (-4.6K shares, valued at $168.3K), JNJ (-668 shares, valued at $163.3K); initiated new positions in SHOP (+18.3K shares, valued at $2.2M), VV (+2.2K shares, valued at $659.8K), VTI (+1.8K shares, valued at $578.0K).

1M P&L

+4.5M+0.81%

3M P&L

+14.1M+2.59%

HY P&L

+34.9M+6.65%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A440.8M

86.5%

2Consumer Electronics44.5M

8.7%

3Internet Content & Information5.4M

1.1%

Top Industries by Stock Count

1N/A47 stocks

55.3%

2Semiconductors5 stocks

5.9%

3Internet Content & Information3 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST2.8M shares1.05%2026-03-312026-04-24

DFAX DIMENSIONAL ETF TRUST1.8M shares0.09%2026-03-312026-04-24

VBIL VANGUARD INSTL INDEX FD655.1K shares3019.26%2026-03-312026-04-24

AAPL APPLE INC175.2K shares32.65%2026-03-312026-04-24

BIV VANGUARD BD INDEX FDS482.0K shares3.67%2026-03-312026-04-24

EBI RBB FUND TRUST582.6K shares0.10%2026-03-312026-04-24

BSV VANGUARD BD INDEX FDS285.7K shares3.92%2026-03-312026-04-24

AVUV AMERICAN CENTY ETF TR163.8K shares2.16%2026-03-312026-04-24

Sponsored

CGXU CAPITAL GROUP INTL FOCUS EQT579.6K shares4.30%2026-03-312026-04-24

AVRE AMERICAN CENTY ETF TR339.3K shares2.35%2026-03-312026-04-24

CGDV CAPITAL GROUP DIVIDEND VALUE240.6K shares2.19%2026-03-312026-04-24

AVEM AMERICAN CENTY ETF TR109.1K shares0.40%2026-03-312026-04-24

CGGR CAPITAL GROUP GROWTH ETF213.5K shares3.76%2026-03-312026-04-24

DISV DIMENSIONAL ETF TRUST165.8K shares-0.95%2026-03-312026-04-24

DIHP DIMENSIONAL ETF TRUST165.0K shares-0.95%2026-03-312026-04-24

VCIT VANGUARD SCOTTSDALE FDS59.9K shares9.65%2026-03-312026-04-24

Sponsored

DUHP DIMENSIONAL ETF TRUST128.9K shares-3.43%2026-03-312026-04-24

GOOG ALPHABET INC16.1K shares-0.48%2026-03-312026-04-24

DFEM DIMENSIONAL ETF TRUST127.8K shares-1.06%2026-03-312026-04-24

DFSV DIMENSIONAL ETF TRUST96.6K shares-3.70%2026-03-312026-04-24

DFSU DIMENSIONAL ETF TRUST55.2K shares-1.16%2026-03-312026-04-24

SHOP SHOPIFY INC18.3K sharesnew addition2026-03-312026-04-24

JNJ JOHNSON & JOHNSON8.5K shares-7.28%2026-03-312026-04-24

NVDA NVIDIA CORPORATION11.4K shares11.97%2026-03-312026-04-24

Sponsored

VOO VANGUARD INDEX FDS3.0K shares7.34%2026-03-312026-04-24

TSLA TESLA INC4.6K shares1.76%2026-03-312026-04-24

VCEB VANGUARD WORLD FD25.4K shares1.39%2026-03-312026-04-24

DFSD DIMENSIONAL ETF TRUST30.1K shares0.41%2026-03-312026-04-24

DFSI DIMENSIONAL ETF TRUST26.2K shares-1.36%2026-03-312026-04-24

DFAT DIMENSIONAL ETF TRUST17.7K shares-3.28%2026-03-312026-04-24

DFUV DIMENSIONAL ETF TRUST18.3K shares-2.04%2026-03-312026-04-24

BRK.B BERKSHIRE HATHAWAY INC DEL1.8K shares0.44%2026-03-312026-04-24

Sponsored

DFSB DIMENSIONAL ETF TRUST15.7K shares1.91%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS12.6K shares144.11%2026-03-312026-04-24

CVX CHEVRON CORPORATION3.8K shares7.07%2026-03-312026-04-24

AMZN AMAZON COM INC3.3K shares14.58%2026-03-312026-04-24

VV VANGUARD INDEX FDS2.2K sharesnew addition2026-03-312026-04-24

ES EVERSOURCE ENERGY9.5K shares-38.71%2026-03-312026-04-24

QQQ INVESCO QQQ TR1.1K shares0.00%2026-03-312026-04-24

LLY ELI LILLY & CO652 shares11.64%2026-03-312026-04-24

Sponsored

VTI VANGUARD INDEX FDS1.8K sharesnew addition2026-03-312026-04-24

GOOGL ALPHABET INC1.9K shares97.94%2026-03-312026-04-24

MSFT MICROSOFT CORP1.4K shares32.20%2026-03-312026-04-24

DFSE DIMENSIONAL ETF TRUST12.4K shares-1.36%2026-03-312026-04-24

AMAT APPLIED MATLS INC1.4K shares0.28%2026-03-312026-04-24

ADI ANALOG DEVICES INC1.5K sharesnew addition2026-03-312026-04-24

WMT WALMART INC3.7K shares22.02%2026-03-312026-04-24

FNDE SCHWAB STRATEGIC TR12.0K sharesnew addition2026-03-312026-04-24

Sponsored

XOM EXXON MOBIL CORP2.5K shares17.89%2026-03-312026-04-24

KLAC KLA CORP268 shares0.00%2026-03-312026-04-24

SCHF SCHWAB STRATEGIC TR15.2K sharesnew addition2026-03-312026-04-24

VTV VANGUARD INDEX FDS1.8K shares6.37%2026-03-312026-04-24

MAGS LISTED FDS TR5.8K shares0.00%2026-03-312026-04-24

FNDX SCHWAB STRATEGIC TR12.1K sharesnew addition2026-03-312026-04-24

CSCO CISCO SYS INC4.2K shares0.17%2026-03-312026-04-24

VB VANGUARD INDEX FDS1.2K sharesnew addition2026-03-312026-04-24

Sponsored

VXUS VANGUARD STAR FDS4.1K shares-3.56%2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS1.4K sharesnew addition2026-03-312026-04-24

EXPO EXPONENT INC4.7K shares0.00%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION295 shares13.03%2026-03-312026-04-24

SCHX SCHWAB STRATEGIC TR11.4K sharesnew addition2026-03-312026-04-24

WFC WELLS FARGO & CO3.5K shares0.60%2026-03-312026-04-24

META META PLATFORMS INC477 shares1.06%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO905 shares42.97%2026-03-312026-04-24

Sponsored

NFLX NETFLIX INC.2.7K shares12.92%2026-03-312026-04-24

FNDF SCHWAB STRATEGIC TR5.3K sharesnew addition2026-03-312026-04-24

LRCX LAM RESEARCH CORP1.2K shares0.00%2026-03-312026-04-24

LRGF ISHARES TR3.8K sharesnew addition2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T381 shares-10.35%2026-03-312026-04-24

MU MICRON TECHNOLOGY INC733 shares-28.14%2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC1.2K shares0.59%2026-03-312026-04-24

AVBH AVIDBANK HLDGS INC8.5K shares0.00%2026-03-312026-04-24

Sponsored

PCG PG&E CORP13.7K shares0.00%2026-03-312026-04-24

AMGN AMGEN INC676 sharesnew addition2026-03-312026-04-24

SCHB SCHWAB STRATEGIC TR9.5K sharesnew addition2026-03-312026-04-24

SBUX STARBUCKS CORP2.6K shares0.15%2026-03-312026-04-24

TD TORONTO DOMINION BK ONT2.5K shares-7.46%2026-03-312026-04-24

AVGO BROADCOM INC737 sharesnew addition2026-03-312026-04-24

SPTS SPDR SERIES TRUST7.8K shares0.00%2026-03-312026-04-24

CAT CATERPILLAR INC318 sharesnew addition2026-03-312026-04-24

Sponsored

USB US BANCORP4.1K shares0.00%2026-03-312026-04-24

PHG KONINKLIJKE PHILIPS N V7.8K shares0.00%2026-03-312026-04-24

IWV ISHARES TR551 shares0.00%2026-03-312026-04-24

INTU INTUIT468 shares13.59%2026-03-312026-04-24

VGSR MANAGER DIRECTED PORTFOLIOS18.9K shares-0.76%2026-03-312026-04-24

DFAC

DIMENSIONAL ETF TRUST

1.05%

Shares2.8M

Event2026-03-31

Filed2026-04-24

DFAX

DIMENSIONAL ETF TRUST

0.09%

Shares1.8M

Event2026-03-31

Filed2026-04-24

VBIL

VANGUARD INSTL INDEX FD

3019.26%

Shares655.1K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

32.65%

Shares175.2K

Event2026-03-31

Filed2026-04-24

BIV

VANGUARD BD INDEX FDS

3.67%

Shares482.0K

Event2026-03-31

Filed2026-04-24

EBI

RBB FUND TRUST

0.10%

Shares582.6K

Event2026-03-31

Filed2026-04-24

BSV

VANGUARD BD INDEX FDS

3.92%

Shares285.7K

Event2026-03-31

Filed2026-04-24

AVUV

AMERICAN CENTY ETF TR

2.16%

Shares163.8K

Event2026-03-31

Filed2026-04-24

CGXU

CAPITAL GROUP INTL FOCUS EQT

4.30%

Shares579.6K

Event2026-03-31

Filed2026-04-24

AVRE

AMERICAN CENTY ETF TR

2.35%

Shares339.3K

Event2026-03-31

Filed2026-04-24

CGDV

CAPITAL GROUP DIVIDEND VALUE

2.19%

Shares240.6K

Event2026-03-31

Filed2026-04-24

AVEM

AMERICAN CENTY ETF TR

0.40%

Shares109.1K

Event2026-03-31

Filed2026-04-24

CGGR

CAPITAL GROUP GROWTH ETF

3.76%

Shares213.5K

Event2026-03-31

Filed2026-04-24

DISV

DIMENSIONAL ETF TRUST

-0.95%

Shares165.8K

Event2026-03-31

Filed2026-04-24

DIHP

DIMENSIONAL ETF TRUST

-0.95%

Shares165.0K

Event2026-03-31

Filed2026-04-24

VCIT

VANGUARD SCOTTSDALE FDS

9.65%

Shares59.9K

Event2026-03-31

Filed2026-04-24

DUHP

DIMENSIONAL ETF TRUST

-3.43%

Shares128.9K

Event2026-03-31

Filed2026-04-24

GOOG

ALPHABET INC

-0.48%

Shares16.1K

Event2026-03-31

Filed2026-04-24

DFEM

DIMENSIONAL ETF TRUST

-1.06%

Shares127.8K

Event2026-03-31

Filed2026-04-24

DFSV

DIMENSIONAL ETF TRUST

-3.70%

Shares96.6K

Event2026-03-31

Filed2026-04-24

DFSU

DIMENSIONAL ETF TRUST

-1.16%

Shares55.2K

Event2026-03-31

Filed2026-04-24

SHOP

SHOPIFY INC

New

Shares18.3K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

-7.28%

Shares8.5K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

11.97%

Shares11.4K

Event2026-03-31

Filed2026-04-24

VOO

VANGUARD INDEX FDS

7.34%

Shares3.0K

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

1.76%

Shares4.6K

Event2026-03-31

Filed2026-04-24

VCEB

VANGUARD WORLD FD

1.39%

Shares25.4K

Event2026-03-31

Filed2026-04-24

DFSD

DIMENSIONAL ETF TRUST

0.41%

Shares30.1K

Event2026-03-31

Filed2026-04-24

DFSI

DIMENSIONAL ETF TRUST

-1.36%

Shares26.2K

Event2026-03-31

Filed2026-04-24

DFAT

DIMENSIONAL ETF TRUST

-3.28%

Shares17.7K

Event2026-03-31

Filed2026-04-24

DFUV

DIMENSIONAL ETF TRUST

-2.04%

Shares18.3K

Event2026-03-31

Filed2026-04-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.44%

Shares1.8K

Event2026-03-31

Filed2026-04-24

DFSB

DIMENSIONAL ETF TRUST

1.91%

Shares15.7K

Event2026-03-31

Filed2026-04-24

VEA

VANGUARD TAX-MANAGED FDS

144.11%

Shares12.6K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

7.07%

Shares3.8K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

14.58%

Shares3.3K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

New

Shares2.2K

Event2026-03-31

Filed2026-04-24

EVERSOURCE ENERGY

-38.71%

Shares9.5K

Event2026-03-31

Filed2026-04-24

QQQ

INVESCO QQQ TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-24

LLY

ELI LILLY & CO

11.64%

Shares652

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

New

Shares1.8K

Event2026-03-31

Filed2026-04-24

GOOGL

ALPHABET INC

97.94%

Shares1.9K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

32.20%

Shares1.4K

Event2026-03-31

Filed2026-04-24

DFSE

DIMENSIONAL ETF TRUST

-1.36%

Shares12.4K

Event2026-03-31

Filed2026-04-24

AMAT

APPLIED MATLS INC

0.28%

Shares1.4K

Event2026-03-31

Filed2026-04-24

ADI

ANALOG DEVICES INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

22.02%

Shares3.7K

Event2026-03-31

Filed2026-04-24

FNDE

SCHWAB STRATEGIC TR

New

Shares12.0K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

17.89%

Shares2.5K

Event2026-03-31

Filed2026-04-24

KLAC

KLA CORP

0.00%

Shares268

Event2026-03-31

Filed2026-04-24

SCHF

SCHWAB STRATEGIC TR

New

Shares15.2K

Event2026-03-31

Filed2026-04-24

VTV

VANGUARD INDEX FDS

6.37%

Shares1.8K

Event2026-03-31

Filed2026-04-24

MAGS

LISTED FDS TR

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-24

FNDX

SCHWAB STRATEGIC TR

New

Shares12.1K

Event2026-03-31

Filed2026-04-24

CSCO

CISCO SYS INC

0.17%

Shares4.2K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

New

Shares1.2K

Event2026-03-31

Filed2026-04-24

VXUS

VANGUARD STAR FDS

-3.56%

Shares4.1K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares1.4K

Event2026-03-31

Filed2026-04-24

EXPO

EXPONENT INC

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORPORATION

13.03%

Shares295

Event2026-03-31

Filed2026-04-24

SCHX

SCHWAB STRATEGIC TR

New

Shares11.4K

Event2026-03-31

Filed2026-04-24

WFC

WELLS FARGO & CO

0.60%

Shares3.5K

Event2026-03-31

Filed2026-04-24